User Rights for Accounting Reports

To set up user rights for access to the Accounting reports in SA, follow these steps.

  1. Go to Settings > User Roles & Rights > [Role Name] > Accounting.
  2. Select any of the check boxes in the Accounting Reports

User Role/Right

Definition

Invoiced Income by Client

Allows the user to run the report that shows a list of invoiced income by listed by client. This report can be filtered by date.

Invoiced Products

Allows the user to run the report that shows any invoice containing products charged to the client. This report can be filtered by date, sales rep, and product.

Invoices with Balances

Allows the user to run the report showing a list of invoices that are open or past due with the amount owed. This report can be filtered by date.

Payroll Report

Allows the user to run the report that shows hours worked by an employee on a specific job. This report can be filtered by date.

Pre-Payments

Allows the user to run the report that shows all pre-payments entered. This report can be filtered by date and unused amount. 

Credit Memo

Allows the user to run the report showing any clients that have a positive balance. This report can be filtered by date.

Sales Tax Report

Allows the user to run the report that shows the amount of sales tax collected. This report can be filtered by date.

A/R Aging Report

Allows the user to run the report that shows unpaid invoices for the current period to 90+ days. This report can be filtered date and sales rep.

A/R Aging Snapshot

Allows the user to run the report that shows each client’s account balance, last invoice and last payment received. This report can be filtered by account balance.

Profit/Loss – Cash Basis

Allows the user to run the report that shows total profit after discounts and taxes. This report can be filtered by date.

Profit/Loss – Accrual Basis

Allows the user to run the report that shows revenue regardless of whether payment was received. This report can be filtered by date.

Revenue by Service Summary

Allows the user to run the report that shows a summary of how much revenue a service produced. This report can be filtered by period, summary, and date.

Revenue per Service

Allows the user to run the report showing revenue that a service produced per visit. This report can be filtered by date, resource, and sales rep.

Daily Production

Allows the user to run the report that shows whether a job is completed or still dispatched. This report can be filtered by date, resource, sales rep, and custom field.

Payment Audit Summary

Allows the user to run the report showing what payments came in and how they were paid. This report can be filtered by date.

Invoice Audit Summary

Allows the user to run the report that shows a list of invoices with invoice totals and the services performed. This report can be filtered by date and sales rep.

Sales Activity Summary

Allows the user to run the report that shows services sold by sales rep. This report can be filtered by sales rep and date.

Sales Activity Detail

Allows the user to run the report that shows services and products sold by sales rep along with the estimate with which they are associated. This report can be filtered by sales rep and date.

Revenue by Postal Code

Allows the user to run the report that shows revenue grouped by zip code. This report can be filtered by date, zip code, and service.

Booked Revenue by Sales Rep

Allows the user to run the report that shows what services were sold by what sales rep, and the revenue it produced. This report can be filtered by date and sales rep.

Income Not Invoiced

Allows the user to run the report that shows any services that are not in pending status and have not been invoiced. This report can be filtered by date and status.

Unapplied Payments

Allows the user to run the report showing any payments that have not been applied to an invoice. This report can be filtered by date.

Sales Commission Export

Allows the user to run the report showing what service was sold by sales rep, including the total invoiced amount per service. This report can be filtered by date, sales rep, and service.

 

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